Washington Physician Group 401(K) Retirement Savings Plan — Form 5500 plan (Washington Physician Service Organization)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Washington Physician Group 401(K) Retirement Savings Plan is a benefit plan reported by Washington Physician Service Organization under EIN 25-1780139 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $34,039,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Physician Service Organization
- EIN
- 25-1780139
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, PA
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $34,039,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20250415180357NAL0001624259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,039,683
- Net assets (EOY)
- $34,039,683
- Net assets (BOY)
- $28,448,463
Income & contributions
- Employer contributions
- $781,880
- Participant contributions
- $1,614,153
- Total contributions
- $2,753,869
- Total income / additions
- $7,265,164
Expenses & distributions
- Benefits paid
- $1,625,729
- Administrative expenses
- $47,964
- Total expenses
- $1,673,944
- Net increase / (decrease)
- $5,591,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $47,964 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |